CPFRMMNT Customer Order Processing Invoice Form Setup

Invoice Form Setup

Application Overview

 

We are constantly striving to develop flexible and compatible business applications. The Invoice Form Setup application and Design Your Own Invoice enhance this objective, by combining Elliott's standard Invoice form definitions with a procedure that custom­izes form layout.  This allows invoices to be printed on any form designed by your art department or acquired through an outside vendor. This capability also permits maintenance of up to 99 definitions that serve various invoicing requirements.    

 

To use the Design Your Own Invoice Form option, you need to enable it in Global Setup Ò SystemÒ Design Your Own Form.  The Invoice Form Setup application is loaded with our standard continuous and laser invoice form definitions. You may use them in conjunction with Elliott or as a template in designing a new definition. The continuous form No. 3S109 template is predefined as form number 01 in the form layout file.  The laser form template is predefined as form number 99 in the form layout file.  To use these predefined forms when printing invoices, select Reset from this application's menu bar and choose either Standard or Laser depending on which type of form you are printing on.  After resetting the standard or laser form number to the default Elliott layout, make sure the same format number is entered in the Default Invoice Form field (#14) in the COP Setup application.  You must also make sure that COP Setup field #21 (Print On Laser Forms) is set correctly.  For more information on these fields, refer to the COP Setup section of this manual.

 

For more information on printing invoices, see Print Invoices under the Processing section of this manual.

 

If you wish to use the predefined form layouts, follow the directions above and begin printing.  However, if you will be using some other preprinted form, consider the following questions before proceeding further.

 

     1. Which Fields Are To Be Printed?

 

          This refers to the Data or Literal field information printed on your invoice form.

 

          The first type, Data fields are those that display resulting output information from the program. They print only the actual data that will appear in a given field. For example, if the field is named "Company Name", and the data in the field is "Jones Inc.", you are selecting to print that field information, and not the "Company Name" title.

 

 

          Some additional examples include, the Invoice Number, Invoice Date, Bill To Company name, Bill to Company Address 1, Bill To Company Address 2, Bill To Company City, State, and Zip Code, Quantity Ordered, Order Date, Unit Price, Net Price, and other field variables.

 

          In contrast, Literal Fields enable you to print special text messages, such as:

 

          TO ORDER CALL 1-800-468-0834

          THANK YOU FOR YOUR ORDER

          MERRY CHRISTMAS & HAPPY NEW YEAR

 

          If you plan to use Elliott's default form definition as a template please note that it's Data and Literal field definitions are preset to match the requirements of our form. Consequently, you will need to change these settings, and determine which fields must be printed or eliminated from your form.       

 

     2. What Is The Physical Length And Width Of Your Form?

 

          You need to know the physical line length and column width of the invoice form. Is it 66 lines long and 80 columns wide?...or some other dimension. By using the Print Grid application, print a layout grid on your preprinted form. Then mark the appropriate line length and column width of each field you want to print. This may require several invoice forms until the proper dimensions are determined.

 

     3. What is the Vertical Line And Horizontal Column Position Of Each Field To Be Printed?

 

          This refers to the starting physical line, column, and ending column location position of each printed field. The Print Layout Grid function is your road map in designing a new invoice form. It labels vertical lines and horizontal columns "1234567890."  As illustrated, you can coordinate a given physical location field position, by matching the numbered vertical lines with their corresponding column position. In this example the Starting Vertical Line, and Horizontal column location positions are equal to 3 and 3.

 

 

          The Ending Vertical Line, and Horizontal column location positions are 3 and 9. 

 

1

2

3

4

5

6

7

8

9

0

1

 

 

X

 

 

 

 

 

 

 

2

 

 

X

 

 

 

 

 

 

 

3

X

X

I

N

V

O

I

C

E

 

4

 

 

 

 

 

 

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

6

 

 

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

8

 

 

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

 

 

 

 

0

 

 

 

 

 

 

 

 

 

 

 

 

     4. What Is The Starting And Ending Location Of Line Items?

 

          There are fourteen input screens in this program. The first requires you to designate the beginning and ending vertical line settings for line item fields. 

 

          This becomes the virtual starting point that directs your printer to a physical location where line item literal or data information is printed. 

 

          In every subsequent related Line Item input screen, you specify only the relevant Line Item position of a given entry field.

 

     5.  How Many Lines Of Information Are To Be Printed For

          Each Line Item?

 

          You need to specify the amount of line item information to be printed for each transaction.

 

 

     6. How Many Characters Are To Be Printed In Each Field?

 

          Each data field prints a predetermined number of characters. For example the Customer Name Data field will print 30 alphanumeric characters. 

 

          This rule has the same significance when defining a Literal Field. For example, if you want to print MERRY CHRISTMAS & HAPPY NEW YEAR at a given location position, the literal field must support at least 27 characters. If only 20 characters were supported, the printed message would appear as:    MERRY CHRISTMAS & HA

 

          Finally, the Invoice Form Setup program can print a detailed or summary report of all invoice forms on file.

 

 

Invoice Form Setup

 

Select Invoice Form Setup from the pull down COP Util_setup window.  The following screen will then be displayed:

 

 

Invoice Form Setup Entry Screen

 

 


The following options are available:

    • Change the form definition
    • Copy the form definition
    • Delete a form definition
    • Print a detail or summary report listing all forms on file
    • Print a sample of the form you are defining
    • Reset the application to the default form definition for standard or laser forms
    • Print a grid

     

    To return to the menu bar, press the ESC or F10 key.  To leave this application, press X for EXIT when positioned at the menu bar.

     

    The following tables define the fields available for a Elliott standard C.P.I.F.  Please refer to the screens at the end of this section for specific field size, starting and ending locations, and default settings.

     

    Entry Field Descriptions

     

    Screen 1

     

    Name

    Type and Description

    Default Setting

    New Setting

    1.  Form Number

    2 numeric characters. 

    Enter the form number you wish to change.

     

     

    2.  Number Of Lines On          Form

    3 numeric characters from 1 to 999. 

    Enter the total number of lines on the form.

    66

     

    3.  Number Of Columns          On Form

    3 numeric characters from 1 to 132. 

    Enter the total number of horizontal columns on the form.

    80

     

    4.  Starting Line For Line        Items

    3 numeric characters that can not exceed the total number of lines on the form. 

    Enter the location position, where you wish to start printing line items.

    28

     

    5.  Ending Line For Line         Items

    3 numeric characters. This entry cannot be less than the starting line entry or exceed the total number of lines on the form. 

    Enter the location where you wish printing of line items to end.

    56

     

    6.  Maximum Lines Per           Line Item

    1 numeric character. 

    Enter the number of lines that separate each line item.

    4

     

     


    Screens 2-14

     

                        Name

                                               Type and Description

    7.   Company Name

    Literal or data entry permitted.

    Prints company name.

    8.   Company Address 1

    Literal or data entry permitted.

    Prints the first line of company address.

    9.   Company Address 2

    Literal or data entry permitted.

    Prints the second line of company address.

    10.  Company City, State, Zip

    Literal or data entry permitted.

    Prints company city, state, and zip code.

    11.  Company Phone Number 

    Literal or data entry permitted.

    Prints company phone number.

    12.  Invoice Number

    Literal or data entry permitted.

    Prints an invoice number.

    13.  Page Number

    Literal or data entry permitted.

    Prints the current page number.

    14.  Bill To Name 

    Literal or data entry permitted.

    Prints the name of company to be billed.

    15.  Bill To Address 1 

    Literal or data entry permitted.

    Prints the first address line of company to be billed.

    16.  Bill To Address 2

    Literal or data entry permitted.

    Prints the second address line of company to be billed.

    17.  Bill To City, State, Zip

    Literal or data entry permitted.

    Prints the city, state, and zip of the company to be billed.

    18.  Bill To Country 

    Literal or data entry permitted.

    Prints the country of the company to be billed.

    19.  Ship To Name 

    Literal or data entry permitted.

    Prints the name of the company that will receive this shipment.

    20.  Ship To Address 1   

    Literal or data entry permitted.

    Prints the first address line of the company that will receive this shipment. This will probably reference a street address.

    21.  Ship To Address 2

    Literal or data entry permitted.

    Prints the second address line of the company that will receive this shipment. This references an additional address line such as a department name, box no, etc.

    22.  Ship To City, State, Zip 

    Literal or data entry permitted.

    Prints the shipment's destination city, state, and zip code.

    23.  Ship To Country

    Literal or data entry permitted.

    Prints the name of the shipment's destination country.

    24.  Invoice Date

    Literal or data entry permitted.

    Prints the date that this transaction was invoiced.

    25.  Order Number

    Literal or data entry permitted.

    Prints the order reference number associated with this transaction.

    26.  Ship Date

    Literal or data entry permitted.

    Prints the date that this order is to be shipped.

    27.  Order Date

    Literal or data entry permitted.

    Prints the date that customer's order was placed.

    28.  Customer Number

    Literal or data entry permitted.

    Prints the customer account number associated with this transaction.

    29.  Location

    Literal or data entry permitted.

    Prints the location code associated with this transaction.

    30.  Salesman

    Literal or data entry permitted.

    Prints the salesman number associated with this transaction.

    31.  Purchase Order Number 

    Literal or data entry permitted.

    Prints the purchase order number associated with this transaction.

    32.  Job Number 

    Literal or data entry permitted.

    Prints the job number associated with this transaction.

    33.  Ship Via 

    Literal or data entry permitted.

    Prints the ship via code associated with this transaction.

    34.  Collect Or Pre-Paid 

    Literal or data entry permitted.

    Prints whether this transaction is collect or pre-paid.

    35.  Quantity Ordered

    Literal or data entry permitted.

    Prints the number of items ordered.

    36.  Quantity Shipped 

    Literal or data entry permitted.

    Prints the number of items shipped.

    37.  Item Number 

    Literal or data entry permitted.

    Prints the inventory number for this item.

    38.  Unit Price 

    Literal or data entry permitted.

    Prints the price for one unit of this item.

    39.  Unit Of Measure   

    Literal or data entry permitted.

    Prints the measurement unit by which this item is sold.

    40.  Quantity Backordered 

    Literal or data entry permitted.

    Prints the number of units on backorder.

    41.  Qty Returned To Stock

    Literal or data entry permitted.

    Prints the number of items returned to stock.

    42.  Discount Percent 

    Literal or data entry permitted.

    Prints the discount percentage associated with this item.

    43.  Net Price 

    Literal or data entry permitted.

    Prints the net price by which  this item is sold.

    44.  Item Description Line 1 

    Literal or data entry permitted.

    Prints the first description line for this item.

    45.  Item Description Line 2 

    Literal or data entry permitted.

    Prints the second description line for this item.

    46.  Serial/Lot Literal

    Literal or data entry permitted.

    Prints the Serial or Lot Number Literal.

    47.  Serial/Lot Number 

    Literal or data entry permitted.

    Prints the Serial/Lot number associated with this item.

    48.  Lot Expiration Literal 

    Literal or data entry permitted.

    Prints the Lot Expiration Literal associated with this item.

    49.  Lot Expiration Date 

    Literal or data entry permitted.

    Prints the date of expiration associated with a given lot of items.

    50.  Sale Amount 

    Literal or data entry permitted.

    Prints a subtotal amount that reflects the price all line items, but does not include miscellaneous charges, freight, or sales tax.

    51.  Misc Charges 

    Literal or data entry permitted.

    Prints the miscellaneous charges  associated with this transaction.

    52.  Freight 

    Literal or data entry permitted.

    Prints the freight charges due for this transaction.

    53.  Sales Tax 

    Literal or data entry permitted.

    Prints the Sales Tax due for this transaction.

    54.  Total 

    Literal or data entry permitted.

    Prints the total amount due for this transaction.

    55.  Amount Received 

    Literal or data entry permitted.

    Prints the amount received for from this customer.

    56.  Balance Due 

    Literal or data entry permitted.

    Prints the balance due for this customer.

    57.  Comment Line 1 

    Literal or data entry permitted.

    Prints comment line 1.

    58.  Comment Line 2 

    Literal or data entry permitted.

    Prints comment line 2.

    59.  Comment Line 3 

    Literal or data entry permitted.

    Prints comment line 3.

    60.  Terms 

    Literal or data entry permitted.

    Prints the terms for the customer associated with this transaction.

    61.  Credit Memo Apply To No 

    Literal or data entry permitted.

    Prints the credit memo apply to number associated with this transaction.

    62.  Tax Code 1 Description

    Literal or data entry permitted.

    Prints the description for Tax Code 1.

    63.  Tax Code 1 Amount

    Literal or data entry permitted.

    This is the amount associated with Tax Code 1.

    64.  Tax Code 2 Description

    Literal or data entry permitted.

    Prints the description for Tax Code 2.

    65.  Tax Code 2 Amount

    Literal or data entry permitted.

    This is the amount associated with Tax Code 2.

    66.  Tax Code 3 Description

    Literal or data entry permitted.

    Prints the description for Tax Code 3.

    67.  Tax Code 3 Amount

    Literal or data entry permitted.

    This is the amount associated with Tax Code 3.

    68.  Customer Note 1

    Literal or data entry permitted.

    This is the note 1 field that may be defined in A/R Setup.

    69.  Customer Note 2

    Literal or data entry permitted.

    This is the note 2 field that may be defined in A/R Setup.

    70.  Customer Note 3

    Literal or data entry permitted.

    This is the note 3 field that may be defined in A/R Setup.

    71.  Customer Note 4

    Literal or data entry permitted.

    This is the note 4 field that may be defined in A/R Setup.

    72.  Customer Note 5

    Literal or data entry permitted.

    This is the note 5 field that may be defined in A/R Setup.

    73.  Invoice Heading 

    Literal or data entry permitted.

    Prints the invoice heading.

    74.  Credit Memo Heading 

    Literal or data entry permitted.

    Prints a Credit Memo Heading.

    75.  Duplicate Form Message

    Literal or data entry permitted.

    Prints *Duplicate* whenever a duplicate form is encountered.

    76.  Request Date     

    Literal entry permitted.

    Prints the Request Date for each item.

    77.  Promise Date   

    Literal entry permitted.

    Prints the Promise Date for each item.

    78.  Customer Phone No  

    Literal entry permitted.

    Prints the phone number of the customer on the invoice.

    79.  Fax Number 

    Literal entry permitted.

    Prints the fax number of the customer on the invoice.

    80.  Email Address 

    Literal entry permitted.

    Prints the email address of the customer on the invoice.

    81.  Customer Item Desc 1 

    Literal entry permitted.

    Prints the first line of description of the customer item.

    82.  Customer Item Desc 2     

    Literal entry permitted.

    Prints the second line of description of the customer item.

    83.  Size Designator

    Literal entry permitted.

    Prints the size designator.

    84.  Customer Item No

    Literal entry permitted.

    Prints the customer item number.

    85. Item Unit Price

    Literal entry permitted.

    Prints the unit price from the Item File.

    86. Net Unit Price

    Literal entry permitted.

    Prints the order line item unit price minus the discount.

    87. Total Item Unit Price

    Literal entry permitted.

    Prints the total order sales amount based on the item master unit price.

    88. Total Discount Amount

    Literal entry permitted.

    Prints the difference between Total Item Unit Price and Order Total Sales Amount.

    89. Terms Due Date

    Literal entry permitted.

    Prints the due date of the invoice based on the invoice term and invoice date.  This field is not supported on the Order Acknowledgement, Quote or RMA.

    90. Terms Disc Date

    Literal entry permitted.

    Prints the date the customer can pay up to and still receive a discount according to the terms.

    91. Terms Disc Amount

    Literal entry permitted.

    Prints the discount amount the customer can deduct if the invoice is paid before the discount date.

    92. Item Note 1

    Literal entry permitted.

    Prints the first Item Note for each item on the invoice.

    93. Item Note 2

    Literal entry permitted.

    Prints the second Item Note for each item on the invoice.

    94. Item Note 3

    Literal entry permitted.

    Prints the third Item Note for each item on the invoice.

    95. Item Note 4

    Literal entry permitted.

    Prints the fourth Item Note for each item on the invoice.

    96. Item Note 5

    Literal entry permitted.

    Prints the fifth Item Note for each item on the invoice.

    97. User Defined Field

    Literal entry permitted.

    Prints the first user defined field.

    98. User Defined Field

    Literal entry permitted.

    Prints the second user defined field.

    99. User Defined Field

    Literal entry permitted.

    Prints the third user defined field.

     

    Copy Form

     

    Name

    Type and Description

    Enter Form Number To Copy From

    2 numeric digits.

    Enter the form number you wish to copy.

    Enter Form Number To Copy To

    2 numeric digits.

    Enter the new form number.

     

    Form List

     

    Name

    Type and Description

    Starting Form No

    2 numeric digits.

    Enter the starting form number, or press RETURN for All.

    Ending Form No

    Enter the ending form number.

    Print Detail/Summary

    1 alphabetic character.

    Enter D for detail or S for summary.

     

    Sample

     

    This function allows you to print a sample of any of the invoice form definitions on file.  This can be used to check your work when changing a form definition.

     

    Name

    Type And Description

    Sample Form No

    2 numeric digits.

    Enter the number of the invoice form definition that you wish to print.  The form number may not be 00.

     

    Reset

     

    This function allows you to reset a form number to the default Elliott form definition.  The following forms can be reset to their Elliott default:

     

    Form Name

    Form Number

    Standard Invoice

    01

    Laser Invoice

    99

    Expanded Laser Invoice

    90

    Laser Order Acknowledgement

    98

    Laser Order Quote

    97

    Laser Sales Desk Quote

    96

    Laser RMA Acknowledgement

    95

    Laser Pickup Form

    91

     

    Standard

     

    Name

    Type And Description

    Are You Sure?

    Y or N.

    Enter Y to reset form number 01 to the default standard Elliott invoice form definition.

     

    Laser

     

    Name

    Type And Description

    Are You Sure?

    Y or N.

    Enter Y to reset form number 99 to the default laser Elliott invoice form definition.

     

    Grid

     

    Name

    Type and Description

    Enter Number Of Lines On The Form

    2 numeric digits.

    Enter the number of lines to print on the form.

    Enter Number Of Columns On The Form

    2 numeric digits.

    Enter the number of columns.

    Enter Interval To Mark Lines

    2 numeric digits.

    This will mark a horizontal line on the grid for every interval.

    Enter Interval To Mark Columns

    2 numeric digits.

    This will mark a vertical line on the grid for every interval.

     

     



     

    Invoice Form Setup (Screen # 2)

     

     

     

    Invoice Form Setup (Screen #3)

     

     

     


     

    Invoice Form Setup (Screen # 4)

     


     

    Invoice Form Setup (Screen # 5)

     

     

     

     

     

    Invoice Form Setup (Screen # 6)

     

     

     

     

    Invoice Form Setup (Screen # 7)

     

     

     

     

    Invoice Form Setup (Screen # 8)

     

     

     

     

    Invoice Form Setup (Screen #9)

     

                                  

     


     

    Invoice Form Setup (Screen # 10)

     

     



     

    Invoice Form Setup (Screen # 11)

     

    Invoice Form Setup (Screen # 12)

     

     

     



     

    Invoice Form Setup (Screen # 13)

     

     

     

     

     

    Invoice Form Setup (Screen # 14)

     

     

     


     

    Copy Invoice Forms

     

     

     

     

     

    Form List

     

     

     


     

    Print Sample Forms

     

     

     

     

     

    Reset Form To Elliott Standard Form

     

     

     


     

    Reset Form To Elliott Laser Form

     

     

     

     

                                

    Print Form Layout Grid

     

     

     

     

     

     

    Run Date: Jan 12, 1993 ‑ 10:33am         Elliott Electronics Co.                                                            Page    1

     

                                                         F O R M   L I S T

     

    Form No: 01  Elliott Standard Invoice Format  Lines:  66  Columns:  80  Start Item Line:  28  End Item Line:  56  Lines Per Item: 4

     

                                         ‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑    Literal    ‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑‑          ‑‑‑‑‑‑  Data  ‑‑‑‑‑‑

    Field No  Field Name                Print Line Col End‑Col Text                                            Print Line Col End‑Col

         1   Company Name                 N                                                                      N

         2   Company Address 1            N                                                                      N

         3   Company Address 2            N                                                                      N

         4   Company City, State, Zip     N                                                                      N

         5   Company Phone Number         N                                                                      N

         6   Invoice Number               N                                                                      Y      4  69    74

         7   Page Number                  N                                                                      Y      4  77    79

         8   Bill To Name                 N                                                                      Y     13  10    39

         9   Bill To Address 1            N                                                                      Y     14  10    39

        10   Bill To Address 2            N                                                                      Y     15  10    39

        11   Bill To City, State, Zip     N                                                                      Y     16  10    39

        12   Bill To Country              N                                                                      N

        13   Ship To Name                 N                                                                      Y     13  50    79

        14   Ship To Address 1            N                                                                      Y     14  50    79

        15   Ship To Address 2            N                                                                      Y     15  50    79

        16   Ship To City, State, Zip     N                                                                      Y     16  50    79

        17   Ship To Country              N                                                                      N

        18   Invoice Date                 N                                                                      Y      6  71    78

        19   Order Number                 N                                                                      Y     24   1     6

        20   Ship Date                    N                                                                      N

        21   Order Date                   N                                                                      Y     24   9    16

        22   Customer Number              N                                                                      Y     24  19    24

        23   Location                     N                                                                      Y     24  28    29

      

                                     I N V O I C E

                                                                        999999  999

                                                                           99/99/99

                                                                        * Duplicate *

             XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX          XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

             XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX          XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

             XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX          XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

             XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX          XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

     

     

    999999  99/99/99  999999   XX  XXX  XXXXXXXXXX   XXXXXX    XXXXXXXXXXXXXXX   XXX

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXX 999,999.9999‑      XX  9,999,999.99CR

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  999.99

                               XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXX 999,999.9999‑      XX  9,999,999.99CR

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  999.99

                               XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXX 999,999.9999‑      XX  9,999,999.99CR

    999,999,999‑ 999,999,999‑  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  999.99

     

     

     12345678901234567890123456789012345678901234567890123456789012345678901234567890

    2........|.........|.........|.........|.........|.........|.........|.........2

    3........|.........|.........|.........|.........|.........|.........|.........3

    4........|.........|.........|.........|.........|.........|.........|.........4

    5________|_________|_________|_________|_________|_________|_________|_________5

    6........|.........|.........|.........|.........|.........|.........|.........6

    7........|.........|.........|.........|.........|.........|.........|.........7

    8........|.........|.........|.........|.........|.........|.........|.........8

    9........|.........|.........|.........|.........|.........|.........|.........9

    10_______|_________|_________|_________|_________|_________|_________|________10

    11.......|.........|.........|.........|.........|.........|.........|........11

    12.......|.........|.........|.........|.........|.........|.........|........12

    13.......|.........|.........|.........|.........|.........|.........|........13

    14.......|.........|.........|.........|.........|.........|.........|........14

    15_______|_________|_________|_________|_________|_________|_________|________15

    16.......|.........|.........|.........|.........|.........|.........|........16

    17.......|.........|.........|.........|.........|.........|.........|........17

    18.......|.........|.........|.........|.........|.........|.........|........18

    19.......|.........|.........|.........|.........|.........|.........|........19

    20_______|_________|_________|_________|_________|_________|_________|________20

    21.......|.........|.........|.........|.........|.........|.........|........21

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    Customer Order Processing

    1. CP0000 Customer Order Processing Overview
    2. Common Reasons Why Pick Ticket Does Not Print
    3. How Do You Purge Quote Type Orders?
    4. Order Lookup by Customer and Ship-To
    5. Btrieve Error USE on COP Lock File
    6. How to Send Shipping Confirmation Email to Customer
    7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
    8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
    9. How Do I Remind Salesmen to Send Order Acknowledgment?
    10. Is There a Way to Export and Import Price Code Files?
    11. Can a Credit for Kits on an Order Return Components to Inventory?
    12. How to Add System Date and Time on Laser Pick Ticket
    13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
    14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
    15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
    16. Can Item Lead Time Be Added to the Sales Desk Screen?
    17. All of a Sudden COP Open Order Report Takes Forever to Complete
    18. Purge COP Sales Order with No Line Item
    19. The Top Barcode Will Not Scan on Pick Ticket
    20. Invoice Only Prints First 10 Characters of Purchase Order Number
    21. Why Would Invoice Balance Due Field Be a Credit?
    22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
    23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
    24. How to Lock a Sales Order from Being Changed
    25. What Do I Do With "Invoice Printed But Not OK" Orders?
    26. Warn Users When Entering COP Orders for Items Below a Certain Margin
    27. Can Elliott Support Gift Cards or Gift Certificates?
    28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
    29. Received Message "Must Run COP Setup First"
    30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
    31. Restrict User from Changing Price in COP Line Item Screen
    32. How to Determine Who Receives Shipping Confirmation Email
    33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
    34. Feature - Print Outstanding Transfers Through Invoice Edit List
    35. Feature - Date Used to Determine Price When Adding Item to Existing Order
    36. Feature - Order Release Time by Warehouse Location
    37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
    38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
    39. Feature - Order Release Log File
    40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
    41. Feature - Receive COP Transfer Order Event
    42. Feature - Location Mask Added To Label File Name
    43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
    44. Feature - Added Customer Type to Invoice Print Programs
    45. Feature - Order Acknowledgment Email Contacts
    46. How to Correct Wrong Invoice Date Once It is Posted
    47. Feature - Show Previous Qty OH in Newly Receive Inquiry
    48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
    49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
    50. CP07S1 Customer Order Processing Backorder Audit Trail Report
    51. CP0102 Customer Order Processing Copy Order
    52. CP0308S1 Customer Order Processing Purge Invoice History
    53. CP0400M Customer Order Processing Order Inquiry
    54. CP0400V Customer Order Processing Void Invoice
    55. CP0406 Customer Order Processing Freight Calculation Inquiry
    56. CP0500 Customer Order Processing Sales History Processing
    57. CP0501 Customer Order Processing Sales History Trx Processing
    58. CP0502 Customer Order Processing Post/Purge Sales History Trx
    59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
    60. CP0300 Customer Order Processing Order Billing
    61. CP0503 Customer Order Processing Sales History Reports
    62. CP0504 Customer Order Processing Sales Analysis Reports
    63. CP0507 Customer Order Processing Sales History Period File Maintenance
    64. CP0600 Customer Order Processing Order Status Reports
    65. CP0800 Customer Order Processing COP Setup
    66. CP0701 Customer Order Processing Fill Backorders
    67. CP0901 Customer Order Processing Price Code File Maintenance
    68. CP1001 Customer Order Processing Ship-To File Maintenance
    69. CP01012 Customer Order Processing Newly Received Item Inquiry
    70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
    71. CP1200 Customer Order Processing Mass Price Change
    72. CP1400 Customer Order Processing Price List Report
    73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
    74. CP1700 Customer Order Processing Invoice History Inquiry
    75. CP1720 Customer Order Processing Invoice History Report
    76. CP1725S Customer Order Processing Print Duplicate Invoice
    77. CP1800S1 Customer Order Processing Purge Line Item Audit
    78. CP1900 Customer Order Processing Line Item Auditing Inquiry
    79. CP1920 Customer Order Processing Line Item Auditing Report
    80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
    81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
    82. CPCNLORD Customer Order Processing Cancel Order
    83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
    84. CPCONMNT Customer Order Processing Contract Pricing
    85. CPCUSITM Customer Order Processing Customer Item File Maintenance
    86. CPCWLPSN Customer Order Processing Purge Customer Wish List
    87. CPCWLSCN Customer Order Processing Customer Wish List Report
    88. CPEXPMNU Customer Order Processing Sales Order Export
    89. CPFUTMNU Customer Order Processing Future Price File Maintenance
    90. CPIMPMNU Customer Order Processing Sales Order Input
    91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
    92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
    93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
    94. CPPAYSCN Customer Order Processing Payment History Report
    95. CPPICMNU Customer Order Processing Pickup Processing
    96. CPPORGSN Customer Order Processing Generate P/O Reference
    97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
    98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
    99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
    100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
    101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
    102. CPRECMNU Customer Order Processing Recurring Order Processing
    103. CPRESORD Customer Order Processing Release Held Orders
    104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
    105. CPROIMNU Customer Order Processing Recurring Order Inquiry
    106. CPSBMENU Customer Order Processing Shipment Confirmation
    107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
    108. Feature - ACH Warning When Changing Order Terms
    109. CPSLSDSK Customer Order Processing Sales Desk
    110. CPFRMMNT Customer Order Processing Invoice Form Setup
    111. Feature - Transfer Qty On Order Status Reports
    112. Feature - Shipping Verification Item Event
    113. Why Does the Sales Order Date Not Match the Entered Date?
    114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
    115. Feature - Purge WMS Staging Batches
    116. Feature - Sales Order Import Line Item Event
    117. SCLAYOUT Sales Desk Change Customer Data Window
    118. SDLAYOUT Sales Desk Screen Layout
    119. XCP0352 Customer Order Processing Print Invoices
    120. Global Setup for Invoice Printing Time Release Flags
    121. Feature - Order Ship Status Auditing Report
    122. Feature - Check for Duplicate PO During Sales Order Import
    123. Feature - Print Staging Slip by Range Selection of Bin Numbers
    124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
    125. My Users Are Not Able to Void COP Invoice After Elliott Update
    126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
    127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
    128. Close Transfer Order Requires Resetting ATP and Qty. on Order
    129. Feature-Change EDI Flag in Order Entry
    130. Feature - Control Packing List Print Depending on Work Order Creation
    131. Feature - Sales Promotion Desk
    132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
    133. Feature - Stock Analysis Processing
    134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
    135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
    136. Security Flag to Allow User to Change COP Incomplete Order to Complete
    137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
    138. Feature - Ability to Change EDI Import Path
    139. Feature - Two-Location Support In Sales Desk
    140. Feature - Print Packing List by Box Number
    141. What Do the Statuses Mean on the Order Inquiry Screen?
    142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
    143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
    144. Feature - Auto Release Held Order Utility
    145. What Other Programs Can Update Order Date Picked Field?
    146. Feature - Added "Put Away Slip" Section to Staging Slip
    147. Feature - COP Custom Product Structure to Show Price & Cost
    148. Feature - Not Allowing All Customers When Printing Pick Ticket
    149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
    150. Feature - Add First Line Bin Number Sort to Picking Ticket
    151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
    152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
    153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
    154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
    155. How to Export Price Codes to CSV File
    156. How to Create Credit Memo from Invoice History
    157. Feature - Drop Ship Enhancement
    158. Feature - Negative Discount Percent Support
    159. Automatically Create Invoice History Summary by Date Through Defer Processing
    160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
    161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
    162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
    163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
    164. Feature - Shipment Data Update Event
    165. Feature - Override or Filter Invoice Form Number
    166. Feature - Create ASN Label Records in Order Inquiry
    167. Feature - Print One Invoice with Form Selection
    168. Laser Form Templates Are Missing When Printing Duplicate Invoice
    169. Change - Shipping Verification Box Edit Serial Numbers
    170. Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
    171. Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
    172. Feature - Add Order Date and Product Category Options for Staging Slip
    173. Feature - Add Product Category Selection to Line Item Audit by Date Screen
    174. Feature - Add Customer Change Option to Order Entry
    175. Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
    176. How to Print Pick Ticket Default to Proper Destination by Location
    177. Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
    178. Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
    179. Feature - Print Total Number of Cases on Packing List
    180. Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
    181. Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
    182. Feature - Add Wish List Access to Order Entry Line Item Search
    183. Feature - Add Printing by First Line Bin to DYO Packing List
    184. Feature - Allow Invoice History Inquiry to Drill Down to Order Inquiry
    185. Feature - Added Parameters to Mass Billing by Range Criteria
    186. Feature - Added Global Setup Field "Print Total Weight On Packing Slip?"
    187. Feature - Convert F4=Custom Prod Stru Window's Components to Regular Line Items
    188. Feature - Add Serial Number to Mass Billing CSV Import
    189. Change - Price Recalculation When Quantity Changes
    190. Feature - Password Protect Erase Shipment Option in Shipping Verification
    191. Feature - Validate PO Number for EDI Orders
    192. Legend for SCN Column in Order Inquiry Shipment Verification Window
    193. Feature - Add Drill Down to Invoice When Searching Invoices by Customer
    194. Feature - PO Number Validation for EDI Customers
    195. Feature - Order Salesman Change Event
    196. Can I Get Alert When Sales Order Ship Date Is Changed?
    197. Feature - Sales Order Import Error Directory Support
    198. How to Fix COP Lock File Error When Printing Invoice
    199. Feature - Print Pick Ticket by Ship-To State
    200. Feature - Checking Restrictive Attribute for Bill to Customer
    201. How to Skip Range of Orders in COP Order Inquiry
    202. Feature - Override Ship-To Cross Reference When Exporting EDI 810 (Invoice) from History
    203. Feature - Order Inquiry Pick Date Status Notation

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